RCM

Raleigh Capital Management Portfolio holdings

AUM $263M
1-Year Est. Return 18.47%
This Quarter Est. Return
1 Year Est. Return
+18.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$235M
AUM Growth
+$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,033
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$1.71M
3
+$1.19M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$1.16M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$737K

Top Sells

1
+$2.01M
2
+$1.87M
3
+$1.45M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.1M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$866K

Sector Composition

1 Technology 12.19%
2 Financials 8.89%
3 Healthcare 7.84%
4 Consumer Staples 5.97%
5 Utilities 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$11.2K ﹤0.01%
72
+10
552
$11.2K ﹤0.01%
185
+40
553
$11.1K ﹤0.01%
194
+2
554
$11.1K ﹤0.01%
73
-172
555
$11K ﹤0.01%
315
+40
556
$10.9K ﹤0.01%
850
+100
557
$10.9K ﹤0.01%
130
+10
558
$10.9K ﹤0.01%
623
+188
559
$10.9K ﹤0.01%
850
560
$10.9K ﹤0.01%
122
+27
561
$10.9K ﹤0.01%
76
+52
562
$10.8K ﹤0.01%
1,330
563
$10.8K ﹤0.01%
12
564
$10.7K ﹤0.01%
43
+5
565
$10.5K ﹤0.01%
142
+32
566
$10.5K ﹤0.01%
436
+31
567
$10.4K ﹤0.01%
187
+28
568
$10.4K ﹤0.01%
+1,706
569
$10.4K ﹤0.01%
75
-11
570
$10.3K ﹤0.01%
111
-7
571
$10.1K ﹤0.01%
78
-17
572
$10.1K ﹤0.01%
43
+22
573
$9.93K ﹤0.01%
890
-210
574
$9.86K ﹤0.01%
6
575
$9.84K ﹤0.01%
+650
21 22
23
24 25